See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,517 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 19 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.11+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,577 | $68,914+11.1% | $136,749-44.0% | $74,304+3.1% |
| Participation rate | 92.0% | 51.3%+40.6pp | 72.1%+19.8pp | 60.3%+31.6pp |
| Annual return | 15.16% | 16.34%-1.2pp | 24.33%-9.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $568 | $1,561-63.6% | $3,400-83.3% | $2,241-74.7% |
| Participant deferral / active EE | $3,225 | $2,541+26.9% | $4,692-31.3% | $3,767-14.4% |
| Admin fee / account holder | $71 | $3,149-97.7% | $11,386-99.4% | $2,969-97.6% |